Walker Davidson
Carolina Strategy · Matthews, North Carolina
Walker Davidson is a fee-only financial advisor at Carolina Strategy in Matthews, North Carolina, who holds the CFP credential. Carolina Strategy reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Carolina Strategy |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $119.1M across 182 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4484374 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | carolinastrategy.com |
How Walker's firm compares
- Carolina Strategy's average account is about $654,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Walker
Is Walker Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walker holds no broker registration, and Carolina Strategy reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walker charge for financial advice?
Walker's firm, Carolina Strategy, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Walker Davidson based?
Walker Davidson is based in Matthews, North Carolina.
What credentials does Walker Davidson hold?
Walker Davidson holds the CFP credential.
Is Walker Davidson registered with the SEC?
Yes. Walker Davidson is registered as an investment adviser representative in NC (CRD 4484374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carolina Strategy manage?
Carolina Strategy reports $119.1M across 182 accounts in assets under management.
How do I contact Walker Davidson?
Through Walker's website, carolinastrategy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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